Apple and Amazon Downgrades Amid Market Uncertainty 10-7-24
In this episode, Scott Becker discusses recent downgrades for Apple and Amazon, driven by concerns over slowing sales and cloud business performance. He also touches on Netflix’s impressive rebound and market concerns as stock levels remain high.
12 Business and Market Insights: Navigating Jobs Reports, Stock Performances, and Core Business Strategies 10-7-24
In this episode, Scott Becker shares 12 key stories, covering the impact of a robust September jobs report on the market, year-to-date performance of NASDAQ and S&P 500, and the evolving Harris-Trump race. He also touches on major stock movements from Tesla to Microsoft, the resurgence of Abercrombie & Fitch, and the importance of core […]
Know & Understand Your Own Business 10-6-24
In this episode, Scott Becker emphasizes the importance of knowing your business’s core strengths and doubling down on what you do best. He discusses the balance between focusing on your core business while exploring new opportunities and the dangers of chasing trends without mastering your core competencies.
7 Business News Stories We Are Following This Week 10-6-24
In this episode, Scott Becker covers seven major stories, including the strong September jobs report, changes in net worth rankings of top tech leaders, the largest companies by revenue, and private equity firm performances. He also discusses Rivian’s production struggles and stock market updates for Amazon, Meta, and Palantir.
Dont Book Spirit Airlines + 3 More Stories 10-5-25
In this episode, Scott Becker discusses Spirit Airlines’ potential bankruptcy and its impact on competitors like JetBlue, Rivian’s production and demand issues, and a surprisingly strong September jobs report. Tune in for key market insights and more.
Warren Buffett’s 5 Biggest Holdings: A Peek Into Berkshire Hathaway’s Portfolio 10-5-24
In this episode, Scott Becker breaks down Warren Buffett’s five largest holdings—Apple, Bank of America, American Express, Coca-Cola, and Kraft Heinz. He reflects on the success of Buffett’s investment strategy and shares insights on balancing index fund investing with individual stock picks.
Customer and People Concentration: Double Down on Your Key Assets 10-5-24
In this episode, Scott Becker discusses the common concern of customer and people concentration in business. He emphasizes the importance of valuing key customers and team members, encouraging leaders to double down on their strengths while expanding their base, rather than reducing reliance on their most valuable assets.
Navigating Real Estate Auctions: Insights from Rick Levin 10-4-24
In this episode, Scott Becker interviews Rick Levin, President of Rick Levin & Associates, Inc. They discuss the intricacies of building a successful real estate auction business, the impact of the economy on auctions, and valuable advice for entrepreneurs in the industry.
3 Stocks We Wish We Bought and 2 We’re Glad We Didn’t 10-4-24
In this episode, Scott Becker reflects on three stocks that soared—Palantir, NVIDIA, and Oscar Health—and why he wishes he had invested. He also discusses two stocks he’s relieved to have avoided, Avis and New York Community Bank, both of which experienced significant losses this year.
Addition by Subtraction & Sorting out Teams 10-4-24
In this episode, Scott Becker explores the concept of “addition by subtraction,” highlighting how removing underperforming employees or firms can benefit a business’s bottom line. He also discusses the importance of building strong, indispensable teams, while reallocating resources to the most productive areas of the company for sustained growth.